Wealthspring fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$400⁠-⁠$750/mo

“Provided Retirement Income Planning Comprehensive Financial Planning Advanced Financial Planning Monthly Fee $400 - $600 $600 - $750 Customized quote up to $1,500 maximum monthly 11 Financial Planning services fees are negotiable and may be waived at WealthSpring’s sole discretion based on several factors,…”

Annual fee

$5,000/yr

“WealthSpring reserves the right to charge a minimum fee of $5,000 annually for the Pathway program.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealthspring bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All WealthSpring asset management fees are negotiable.”
• “When WealthSpring provides financial planning services for a client, services are generally provided on an ongoing basis and billed monthly in arrears.”
• “In limited cases, we also engage clients for financial planning services for a fixed, one-time fee payable in advance or in arrears.”

How Wealthspring’s fees compare

• Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee charge less.

About Wealthspring

• Firm size: 10 employees.
• Credentials named in the brochure: CPA.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

409

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$370,181,742

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

322756

Website

linkedin.com/company/wealthspring-partners (opens in new tab)

Phone

(562) 491-4410

Can advise clients in 9 states: Arizona, California, Colorado, Idaho, Louisiana, Nevada, Oregon, Texas, Washington

Other planners in Long Beach that publish fees

• Augustus Wealth, LLCLong Beach$10,000
• Crux Wealth AdvisorsLong Beach$500/hr, $1,000⁠-⁠$250,000
• Dollar Sign Ventures LLCLong BeachUp to $5,000
• Goldman Lancaster, Inc.Long Beach$350/hr
• Hifi PlanningLong Beach$300/hr, $5,000⁠-⁠$12,000
• JC Financial Planning & Investments, LLCLong Beach$200/hr, $500⁠-⁠$5,000

Compare all 11 planners in Long Beach